This guide walks you through creating AI agents in Marketrix, from basic setup to testing.

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Before You Start

You’ll need:
  • A Marketrix account with at least one application
  • Knowledge uploaded to your application (recommended)
  • A clear idea of what you want your agent to help with

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Step 1: Create a New Agent

  1. Log into your Marketrix account at the Marketrix dashboard
  2. On the Home page, click on the application you want to create an agent for
  3. Click “Create Agent”

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Step 2: Choose Agent Type

  • AI Agent (Recommended) — Intelligent AI-powered assistant that works immediately and learns from your knowledge
  • Human Agent — Placeholder for human support staff for escalation
Select “AI Agent” and click “Continue”.

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Step 3: Basic Agent Information

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Agent Name

Choose a friendly, descriptive name (e.g., “Support Assistant”, “Product Guide”).

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Agent Description

A brief description of your agent’s purpose (e.g., “Helps customers with product questions and support issues”).

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Agent Voice

Choose between Female Voice or Male Voice for voice features.

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Step 4: Agent Instructions

Instructions are like a job description for your AI agent. They define what your business does, how to talk to customers, and how to handle different situations. Here’s a template: 
You are [Agent Name], a helpful [role] for [Your Company Name].

Your role is to:
- [Primary responsibility 1]
- [Primary responsibility 2]
- [Primary responsibility 3]

When helping customers:
- Be friendly and professional
- Ask clarifying questions when needed
- Provide accurate information based on our knowledge base
- Escalate complex issues when appropriate

Company information:
- Business: [What your company does]
- Hours: [Your business hours]
- Contact: [How to reach you for complex issues]
See the Agent Instructions Guide for the full STAR framework and detailed examples.

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Step 5: Agent Avatar (Optional)

Upload a custom avatar image (JPG, PNG, or GIF). Square format works best.

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Step 6: Knowledge Assignment

  1. Choose the application where your knowledge is stored
  2. Select the knowledge items you want your agent to use
  3. Click “Continue”
Include all relevant knowledge for your agent’s purpose, and avoid unrelated or outdated information.

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Step 7: Review and Create

Review all information, verify instructions and knowledge assignment, then click “Create Agent”.

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Step 8: Test Your Agent

  1. Click “Test in Playground”
  2. Select your application
  3. Try different types of questions to see how it responds
  4. Refine instructions or add knowledge based on results

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Common First-Time Issues

IssueSolution
Generic responsesMake instructions more specific, add more knowledge
Doesn’t know your productsUpload product documents, include product info in instructions
Wrong toneAdjust tone in instructions, change voice selection
Doesn’t use knowledgeCheck knowledge assignment, verify application is correct

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Next Steps

  1. Write effective instructions — Improve how your agent behaves
  2. Assign knowledge — Give your agent access to your information
  3. Test in the playground — Verify your agent works correctly